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Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$7.70 -0.02 (-0.19%)
Closing price 08/14/2026 03:56 PM Eastern
Extended Trading
$7.70 0.00 (0.00%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Western Asset Intermediate Muni Fund (NYSE:SBI)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$4.59M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.15M
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SBI Institutional Buying and Selling by Quarter

Western Asset Intermediate Muni Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Bank of New York Mellon Corp41,045$323K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.275,915$2.17M0.1%+204.8%0.000%
7/7/2026 CoreCap Advisors LLC4,100$32K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC44,763$352K0.2%+30.0%0.000%
6/1/2026Concorde Asset Management LLC42,005$323K0.2%-25.2%0.000%
5/26/2026 Summit Financial Wealth Advisors LLC42,556$327K0.0%-8.6%0.000%
5/18/2026Rivernorth Capital Management LLC1,187,933$9.12M0.5%+0.6%0.000%
5/18/2026Royal Bank of Canada67,497$518K0.0%+7.5%0.000%
5/15/2026Waverly Advisors LLC59,963$461K0.0%-7.1%0.000%
5/13/2026 Cetera Investment Advisers180,685$1.39M0.0%+1.8%0.000%
5/7/2026 Carson Advisory Inc.168,597$1.30M0.7%-1.2%0.000%
5/6/2026 GatePass Capital LLC10,000$77K0.0%-33.3%0.000%
4/27/2026 Private Advisor Group LLC22,035$169K0.0%+61.1%0.000%
4/25/2026 Northwest Financial Advisors46,461$357K0.7%+5.9%0.000%
4/23/2026 Traub Capital Management LLC86,839$667K0.7%-8.4%0.000%
4/18/2026 Riverbridge Partners LLC48,234$370K0.0%+18.0%0.000%
2/19/2026Invesco Ltd.301,003$2.31M0.0%+13.0%0.000%
2/18/2026Rivernorth Capital Management LLC1,180,537$9.07M0.4%-3.0%0.000%
2/18/2026IHT Wealth Management LLC23,801$183K0.0%+9.7%0.000%
2/18/20261607 Capital Partners LLC437,801$3.36M0.2%-15.8%0.000%
2/17/2026 Guggenheim Capital LLC305,465$2.35M0.0%-4.9%0.000%
2/17/2026 Cetera Investment Advisers177,428$1.36M0.0%+1.5%0.000%
2/17/2026Osaic Holdings Inc.35,565$273K0.0%+42.3%0.000%
2/17/2026Royal Bank of Canada62,781$482K0.0%+3.6%0.000%
2/13/2026Wells Fargo & Company MN399,208$3.07M0.0%+19.5%0.000%
2/13/2026Concorde Asset Management LLC56,178$431K0.2%+9.5%0.000%
2/12/2026 Commonwealth Equity Services LLC188,362$1.45M0.0%-7.2%0.000%
2/12/2026 Carson Advisory Inc.170,597$1.31M0.7%-7.4%0.000%
2/11/2026 Janney Montgomery Scott LLC19,850$152K0.0%+12.5%0.000%
2/11/2026 LPL Financial LLC190,855$1.47M0.0%+11.9%0.000%
2/11/2026 Closed End Fund Advisors Inc.17,477$134K0.1%N/A0.000%
2/6/2026 HighTower Advisors LLC14,653$113K0.0%-24.3%0.000%
2/4/2026 Rock Point Advisors LLC70,925$545K0.1%+11.0%0.000%
2/2/2026 Wolverine Asset Management LLC25,480$196K0.0%N/A0.000%
1/29/2026 Traub Capital Management LLC94,791$728K0.7%-9.4%0.000%
1/26/2026 Whittier Trust Co. of Nevada Inc.81,242$629K0.0%-16.2%0.000%
1/26/2026 Whittier Trust Co.41,343$320K0.0%-3.7%0.000%
1/26/2026 Northwest Financial Advisors43,870$337K0.7%+225.0%0.000%
1/5/2026 Noble Wealth Management PBC34,491$265K0.1%-14.5%0.000%
11/17/2025Whitebox Advisors LLC204,801$1.62M0.0%-18.9%0.000%
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11/17/20251607 Capital Partners LLC519,897$4.11M0.3%-12.5%0.000%
11/13/2025 Tortoise Investment Management LLC24,475$194K0.0%-17.0%0.000%
11/13/2025 Private Advisor Group LLC11,553$91K0.0%N/A0.000%
11/6/2025 Carson Advisory Inc.184,197$1.46M0.8%-5.5%0.000%
11/6/2025 Whipplewood Advisors LLC89,424$707K0.5%+5.1%0.000%
10/31/2025 Castle Wealth Management LLC32,451$258K0.1%N/A0.000%
10/30/2025 Traub Capital Management LLC104,579$827K0.8%-19.9%0.000%
10/14/2025 Riverbridge Partners LLC41,033$325K0.0%N/A0.000%
9/29/2025 Summit Financial Wealth Advisors LLC46,556$350K0.1%-3.7%0.000%
9/4/2025Osaic Holdings Inc.18,534$139K0.0%-8.9%0.000%
8/15/2025 Captrust Financial Advisors12,711$96K0.0%N/A0.000%
8/15/2025IHT Wealth Management LLC20,328$153K0.0%+25.4%0.000%
8/14/2025Whitebox Advisors LLC252,626$1.90M0.0%-6.9%0.000%
8/14/2025Raymond James Financial Inc.189,929$1.43M0.0%+6.6%0.000%
8/13/2025 Guggenheim Capital LLC332,781$2.50M0.0%-2.1%0.000%
8/13/2025Invesco Ltd.205,096$1.54M0.0%+55.5%0.000%
8/12/2025 Horizon Kinetics Asset Management LLC11,334$85K0.0%N/A0.000%
8/11/2025 Traub Capital Management LLC130,531$982K0.9%N/A0.000%
8/5/2025 Carson Advisory Inc.194,897$1.47M0.9%-1.5%0.000%
8/4/2025 Wolverine Asset Management LLC43,898$330K0.0%+29.3%0.000%
7/30/2025 Whittier Trust Co.42,850$322K0.0%-20.8%0.000%
7/17/2025 Melfa Wealth Management Inc.46,347$349K0.2%+34.4%0.000%
5/16/2025Concorde Asset Management LLC11,840$90K0.0%N/A0.000%
5/16/20251607 Capital Partners LLC609,573$4.76M0.4%-2.9%0.000%
5/15/2025Royal Bank of Canada30,278$236K0.0%+13.5%0.000%
5/15/2025Tortoise Investment Management LLC29,475$230K0.0%-30.3%0.000%
5/13/2025Sit Investment Associates Inc.628,221$4.90M0.1%-46.8%0.000%
5/13/2025HighTower Advisors LLC19,804$154K0.0%-12.4%0.000%
5/12/2025Invesco Ltd.131,915$1.03M0.0%+69.4%0.000%
5/12/2025Wolverine Asset Management LLC33,955$265K0.0%+541.6%0.000%
5/8/2025Moors & Cabot Inc.11,216$87K0.0%N/A0.000%
5/6/2025Avantax Advisory Services Inc.157,567$1.23M0.0%+1.3%0.000%
5/2/2025Carson Advisory Inc.197,797$1.54M1.0%+13.2%0.000%
5/2/2025Whittier Trust Co. of Nevada Inc.110,475$862K0.0%-5.1%0.000%
5/2/2025Whittier Trust Co.54,079$422K0.0%-3.0%0.000%
4/15/2025Noble Wealth Management PBC73,335$572K0.4%+3.5%0.000%
4/14/2025Farther Finance Advisors LLC3,600$28K0.0%N/A0.000%
4/11/2025Northwest Financial Advisors13,500$105K0.1%N/A0.000%
2/17/2025Waverly Advisors LLC86,525$670K0.0%+4.6%0.000%
2/17/2025Logan Stone Capital LLC15,728$122K0.0%-88.9%0.000%
2/14/2025Whitebox Advisors LLC271,438$2.10M0.1%+58.3%0.000%
2/13/2025Guggenheim Capital LLC345,242$2.67M0.0%+182.1%0.000%
2/13/2025Carson Advisory Inc.174,753$1.35M0.9%+95.5%0.000%
2/13/2025Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/13/2025Invesco Ltd.77,850$603K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.1,181,590$9.15M0.2%-7.8%0.000%
2/13/2025Wells Fargo & Company MN44,824$347K0.0%+8.3%0.000%
2/12/2025PKS Advisory Services LLC14,000$108K0.0%N/A0.000%
2/11/2025Whittier Trust Co. of Nevada Inc.116,375$901K0.0%-6.3%0.000%
2/10/2025Commonwealth Equity Services LLC194,490$1.51M0.0%-1.0%0.000%
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2/10/2025Avantax Advisory Services Inc.155,610$1.20M0.0%+2.7%0.000%
2/7/2025HighTower Advisors LLC22,615$175K0.0%+82.7%0.000%
2/7/2025Tortoise Investment Management LLC42,295$327K0.0%-34.8%0.000%
2/7/2025Independent Advisor Alliance50,251$389K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC17,527$136K0.0%-21.1%0.000%
2/6/2025Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC70,835$548K0.4%N/A0.000%
2/3/2025Wolverine Asset Management LLC5,292$41K0.0%-89.9%0.000%
1/29/2025Allspring Global Investments Holdings LLC171,558$1.33M0.0%-20.6%0.000%
1/21/2025LexAurum Advisors LLC35,000$271K0.1%N/A0.000%


SBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($9.12M), Sit Investment Associates Inc. ($4.90M), 1607 Capital Partners LLC ($3.36M), Wells Fargo & Company MN ($3.07M), Guggenheim Capital LLC ($2.35M), Invesco Ltd. ($2.31M), and Pathstone Holdings LLC ($2.22M).Learn more on Western Asset Intermediate Muni Fund's institutional investors.

Of the 40 institutional investors that purchased Western Asset Intermediate Muni Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($351.05K), Invesco Ltd. ($239.73K), Guggenheim Capital LLC ($222.84K), Carson Advisory Inc. ($197.80K), Hennion & Walsh Asset Management Inc. ($185.39K), Traub Capital Management LLC ($130.53K), and Whitebox Advisors LLC ($101.99K).

Institutional investors have bought a total of 588,973 shares in the last 24 months. This purchase volume represents approximately $4.59M in transactions.

Of the 17 institutional investors that sold Western Asset Intermediate Muni Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($156.50K), Whitebox Advisors LLC ($47.83K), Traub Capital Management LLC ($43.69K), Rivernorth Capital Management LLC ($36.05K), Carson Advisory Inc. ($26.30K), Guggenheim Capital LLC ($15.88K), and Whittier Trust Co. of Nevada Inc. ($15.67K).

Institutional investors have sold a total of 405,068 shares in the last 24 months. This volume of shares sold represents approximately $3.15M in transactions.


Related Companies

Institutional ownership data for NYSE:SBI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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